On Thursday 29 February 2024, Morningstar announced the nominees/finalists for the Morningstar Awards for Investing Excellence Luxembourg 2024.
The awards recognise those funds and asset managers that have served investors well over the long term and which Morningstar’s Manager Research team believes will be able to deliver competitive risk-adjusted returns over time.
There are three types of Morningstar awards: the Morningstar Category Awards, the Morningstar Asset Manager Awards, and the Morningstar Asset Manager Sustainable-Investing Awards.
The finalists for the 2024 Morningstar Awards for Investing Excellence Luxembourg are:
Morningstar Category Awards
Best EUR Allocation Fund:
- Allianz Strategiefonds Balance R EUR;
- CapitalatWork Dynamic D;
- Vanguard LifeStrategy ® 60% Eq ETF EUR Acc.
Best EUR Bond Fund:
- AAF-Schroder Euro Corp ESG Bds D€;
- BlueBay Investment Grade Bd B EUR;
- Candriam Bds Euro High Yld R Cap.
Best Europe Equity Fund:
- Brandes European Value A Euro;
- Comgest Growth Europe EUR Acc
- M&G (Lux) PanEurpSustainParisAlgnd$AAcc.
Best Global Equity Fund:
- Artisan Global Value A USD Acc;
- Baillie Gifford WW L/T Glb Gr A EUR Acc.
- Fidelity Global Equity Inc A-Acc-USD
Morningstar Asset Manager Awards
Best Asset Manager:
- Artisan Partners;
- Legal & General;
- RBC BlueBay.
Best Asset Manager - Sustainable Investing:
- Comgest;
- Impax;
- Robeco.
"These awards are designed to recognise the industry’s fund offerings and investor-centric firms which Morningstar’s Manager Research team believes will be able to deliver strong risk-adjusted returns in the longer term. Using the Morningstar Medallist Rating, our manager research team carefully decides the finalists across individual fund markets from amongst funds that have done particularly well over both the short and the medium term,” said Jeffrey Schumacher, director of manager research, EMEA, Morningstar.
